MSI Financial Services’s ClearBridge American Energy MLP CBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3K | Hold |
|
|||||
|
2016
Q3 | $3K | Hold |
|
|||||
|
2016
Q2 | $3K | Hold |
|
|||||
|
2016
Q1 | $3K | Sell |
|
|||||
|
2015
Q4 | $6K | Buy |
|
|||||
|
2015
Q3 | $6K | Hold |
|
|||||
|
2015
Q2 | $8K | Sell |
|
|||||
|
2015
Q1 | $10K | Sell |
|
|||||
|
2014
Q4 | $11K | Buy |
|
|||||
|
2014
Q3 | $13K | Buy |
|
|||||
|
2014
Q2 | $3K | Sell |
|
|||||
|
2014
Q1 | $5K | Buy |
|